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Building 2INVESTOR'S ADVANTAGE

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Phone469-569-2145
NotebookSEC #801-122067
Total AUM
$98.7M
Employees
2
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT
BY APPOINTMENT
Phone
469-569-2145

ReceiptFinancials

Total AUM
$98.7M
Accounts
202
Discretionary
$96.4M
Accounts
201
Non-Discretionary
$2.3M
Accounts
1

ContactClients

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Individual Clients
57
AUM
$13.7M
HNW Individual Clients
25
AUM
$81.2M
Banking Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
5
AUM
$3.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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